First Manhattan

First Manhattan Portfolio holdings

AUM $37.9B
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$45K ﹤0.01%
430
877
$45K ﹤0.01%
750
878
$45K ﹤0.01%
2,150
-1,010
879
$45K ﹤0.01%
2,800
880
$44K ﹤0.01%
4,704
-500
881
$44K ﹤0.01%
952
882
$44K ﹤0.01%
1,108
883
$43K ﹤0.01%
160
884
$43K ﹤0.01%
304
885
$43K ﹤0.01%
700
886
$43K ﹤0.01%
2,562
887
$42K ﹤0.01%
149
-36
888
$42K ﹤0.01%
+8,000
889
$42K ﹤0.01%
1,800
890
$42K ﹤0.01%
125
+50
891
$41K ﹤0.01%
3,100
892
$41K ﹤0.01%
460
893
$41K ﹤0.01%
980
894
$41K ﹤0.01%
3,390
895
$41K ﹤0.01%
1,100
+600
896
$41K ﹤0.01%
2,650
-630
897
$40K ﹤0.01%
799
+589
898
$40K ﹤0.01%
496
899
$40K ﹤0.01%
2,690
900
$40K ﹤0.01%
338
-304
34 35
36
37 38